Conseco Capital Management
Industry: Company
DescriptionFounded: 1981 Parent organization: CNO Financial Group
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Conseco Capital Management Employees
Employee
Years
Job
Industry
Joe DeMichele Joe DeMichele's Conseco Capital Management Experience January 1990 - June 1999
Job Chief Financial Officer at Northrop Grumman Federal Credit Union
Industry Investment Management
Experience
Northrop Grumman Federal Credit Union July 2015 - Present
D. A. Davidson April 2013 - March 2014
Western Corporate Federal Credit Union April 2009 - July 2012
Allegiance Advisors LLC April 2006 - August 2008
Delaware Investments October 2000 - April 2006
Conseco Capital Management January 1990 - June 1999
Salomon Brothers April 1986 - January 1990
New York Futures Exchange January 1985 - January 1986
Merrill Lynch Futures October 1983 - October 1984
Skills
CMBS, Residential Mortgages, MBS, ABS, CDO, Strategic Planning, Business Development, ALM, Contract Negotiation, Portfolio Management, Client Presentation, Personnel Management, Trading, Relationship Management, Marketing, Corporate Budgeting, Fixed Income, Structured Products, Credit Unions, Asset Management, Risk Management, Alternative Investments, Derivatives, Financial Analysis, Investment Management, Mortgage Lending, Equities, Credit, Investments, Financial Modeling, Investment Strategies, Hedge Funds, Fixed Income Portfolio..., Banking, Credit Risk
Education
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.), Economics
Northrop Grumman Federal Credit Union July 2015 - Present
D. A. Davidson April 2013 - March 2014
Western Corporate Federal Credit Union April 2009 - July 2012
Allegiance Advisors LLC April 2006 - August 2008
Delaware Investments October 2000 - April 2006
Conseco Capital Management January 1990 - June 1999
Salomon Brothers April 1986 - January 1990
New York Futures Exchange January 1985 - January 1986
Merrill Lynch Futures October 1983 - October 1984
Skills
CMBS, Residential Mortgages, MBS, ABS, CDO, Strategic Planning, Business Development, ALM, Contract Negotiation, Portfolio Management, Client Presentation, Personnel Management, Trading, Relationship Management, Marketing, Corporate Budgeting, Fixed Income, Structured Products, Credit Unions, Asset Management, Risk Management, Alternative Investments, Derivatives, Financial Analysis, Investment Management, Mortgage Lending, Equities, Credit, Investments, Financial Modeling, Investment Strategies, Hedge Funds, Fixed Income Portfolio..., Banking, Credit Risk
Education
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.), Economics
Andrew Sommers, CFA Andrew Sommers, CFA's Conseco Capital Management Experience March 1992 - March 1999
Job Business Architecture at The Capital Group
Industry Management Consulting
Experience
The Capital Group March 2006 - Present
Putnam Investments March 1999 - March 2006
Conseco Capital Management March 1992 - March 1999
Skills
Equities, Fixed Income, Investments, Business Analysis, Risk Management, Asset Managment, SDLC, IT Strategy, Process Improvement, Derivatives, Business Process..., Agile Methodologies, Financial Services, Project Management
Education
Southwestern University School of Law 2009 — 2013
Juris Doctor
Indiana University
Bachelors of Science - Business, Finance
Indiana University
MBA, Information Systems
The Capital Group March 2006 - Present
Putnam Investments March 1999 - March 2006
Conseco Capital Management March 1992 - March 1999
Skills
Equities, Fixed Income, Investments, Business Analysis, Risk Management, Asset Managment, SDLC, IT Strategy, Process Improvement, Derivatives, Business Process..., Agile Methodologies, Financial Services, Project Management
Education
Southwestern University School of Law 2009 — 2013
Juris Doctor
Indiana University
Bachelors of Science - Business, Finance
Indiana University
MBA, Information Systems
Juli Erhart-Graves, CFP®'s Conseco Capital Management Experience September 2000 - April 2002
Job President at Worley ErhartGraves Financial Advisors, Inc.
Industry Financial Services
Experience
Worley Erhart-Graves Financial Advisors, Inc. February 2008 - Present
Worley Financial Group, Inc. April 2002 - February 2008
Conseco Capital Management September 2000 - April 2002
Skills
Personal Finance, Personal Financial..., Asset Management, Asset Allocation, Retirement Planning, Saving for Education
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Business with concentration in Finance
Worley Erhart-Graves Financial Advisors, Inc. February 2008 - Present
Worley Financial Group, Inc. April 2002 - February 2008
Conseco Capital Management September 2000 - April 2002
Skills
Personal Finance, Personal Financial..., Asset Management, Asset Allocation, Retirement Planning, Saving for Education
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Business with concentration in Finance
Amy N. Nowling Amy N. Nowling's Conseco Capital Management Experience 1998 - 2000
Job Director, Client Relations and Marketing
Industry Accounting
Experience
Comer, Nowling, & Associates, P.C. July 2014 - Present
PwC October 2011 - June 2014
PricewaterhouseCoopers LLC June 2005 - October 2011
Coca-Cola Enterprises September 2002 - June 2005
ATLINKS (wholly owned subsidiary of Thomson Consumer Electronics and Alcatel) 2000 - 2002
Conseco Capital Management 1998 - 2000
Skills
Marketing, Business Strategy, Marketing Strategy, Market Research, Business Analysis, Competitive Analysis, Event Planning, New Business Development
Education
Butler University - College of Business Administration 1996 — 1998
BS, Marketing
Miami University 1994 — 1996
Comer, Nowling, & Associates, P.C. July 2014 - Present
PwC October 2011 - June 2014
PricewaterhouseCoopers LLC June 2005 - October 2011
Coca-Cola Enterprises September 2002 - June 2005
ATLINKS (wholly owned subsidiary of Thomson Consumer Electronics and Alcatel) 2000 - 2002
Conseco Capital Management 1998 - 2000
Skills
Marketing, Business Strategy, Marketing Strategy, Market Research, Business Analysis, Competitive Analysis, Event Planning, New Business Development
Education
Butler University - College of Business Administration 1996 — 1998
BS, Marketing
Miami University 1994 — 1996
Nick Marson ☁'s Conseco Capital Management Experience August 2001 - March 2002
Job Manager, Consulting Services
Industry Information Technology and Services
Experience
Appirio March 2014 - Present
HoverCrowd May 2014 - January 2015
Appirio July 2013 - March 2014
Appirio April 2012 - June 2013
Indianapolis Motor Speedway, LLC. January 2011 - January 2012
Indianapolis Motor Speedway, LLC. January 2010 - January 2011
Indianapolis Motor Speedway, LLC. December 2003 - January 2010
Tubesock, Inc. September 2002 - December 2003
Brooksource March 2002 - September 2002
Conseco Capital Management August 2001 - March 2002
Skills
Cloud Computing, IT Strategy, Server Architecture, Data Center Architecture, Virtualization, VMware, Storage Area Networks, Storage Architecture, Storage Virtualization, Social Networking, Wireless Networking, Network Operations, Cisco Wireless, Cisco Switches, Collaboration Solutions, Amazon Web Services, Web Services, Vendor Management, Vendor Relations, Salesforce.com, Google Apps Certified..., Google Apps, Disaster Recovery, Microsoft Exchange, Data Center, Enterprise Software, System Administration, Project Management, Network Security, Amazon Web Services..., Windows Server, Mobile Devices, Technical Support, Servers, Computer Network..., Troubleshooting, Active Directory, Management, Security, Leadership, Storage, VMware ESX, Networking, System Deployment, Problem Solving, Business Development, SAN, SharePoint, Enterprise Architecture, SaaS
Education
Purdue University
Bachelor of Science (BS), Computer and Information Technology
Appirio March 2014 - Present
HoverCrowd May 2014 - January 2015
Appirio July 2013 - March 2014
Appirio April 2012 - June 2013
Indianapolis Motor Speedway, LLC. January 2011 - January 2012
Indianapolis Motor Speedway, LLC. January 2010 - January 2011
Indianapolis Motor Speedway, LLC. December 2003 - January 2010
Tubesock, Inc. September 2002 - December 2003
Brooksource March 2002 - September 2002
Conseco Capital Management August 2001 - March 2002
Skills
Cloud Computing, IT Strategy, Server Architecture, Data Center Architecture, Virtualization, VMware, Storage Area Networks, Storage Architecture, Storage Virtualization, Social Networking, Wireless Networking, Network Operations, Cisco Wireless, Cisco Switches, Collaboration Solutions, Amazon Web Services, Web Services, Vendor Management, Vendor Relations, Salesforce.com, Google Apps Certified..., Google Apps, Disaster Recovery, Microsoft Exchange, Data Center, Enterprise Software, System Administration, Project Management, Network Security, Amazon Web Services..., Windows Server, Mobile Devices, Technical Support, Servers, Computer Network..., Troubleshooting, Active Directory, Management, Security, Leadership, Storage, VMware ESX, Networking, System Deployment, Problem Solving, Business Development, SAN, SharePoint, Enterprise Architecture, SaaS
Education
Purdue University
Bachelor of Science (BS), Computer and Information Technology
Mark Glass Mark Glass's Conseco Capital Management Experience 1992 - 1998
Job Private Investor
Industry Investment Management
Experience
Panton Capital Group 2007 - 2009
BlackRock 1999 - 2006
Conseco Capital Management 1992 - 1998
Skills
High Yield, Equities, Portfolio Management, Structured Products, Investment Strategies, Credit Derivatives, Special Situations, Capital Structure, Hedge Funds, Fixed Income, Capital Markets, Asset Managment, Alternative Investments, Bonds, Equity Research, MBS, Credit, Leveraged Finance, Investments, Emerging Markets
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), UCLA-NUS Executive MBA
National University of Singapore / NUS
Master of Business Administration (MBA), UCLA-NUS Executive MBA
Ball State University
Bachelor of Science (B.S.), Finance, Economics and Philosophy
Panton Capital Group 2007 - 2009
BlackRock 1999 - 2006
Conseco Capital Management 1992 - 1998
Skills
High Yield, Equities, Portfolio Management, Structured Products, Investment Strategies, Credit Derivatives, Special Situations, Capital Structure, Hedge Funds, Fixed Income, Capital Markets, Asset Managment, Alternative Investments, Bonds, Equity Research, MBS, Credit, Leveraged Finance, Investments, Emerging Markets
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), UCLA-NUS Executive MBA
National University of Singapore / NUS
Master of Business Administration (MBA), UCLA-NUS Executive MBA
Ball State University
Bachelor of Science (B.S.), Finance, Economics and Philosophy
Edward Wright II's Conseco Capital Management Experience October 2000 - July 2001
Job Operations Executive with IT, Financial Services, & Wealth Management Expertise
Industry Financial Services
Experience
Piedmont Trust Company March 2011 - Present
Piedmont Trust Company May 2005 - March 2011
Piedmont Trust Company July 2001 - May 2005
Conseco Capital Management October 2000 - July 2001
Conseco Capital Management June 1998 - October 2000
Skills
Leadership, Alternative Investments, Equities, Investment Management, Investments, Team Leadership, Financial Services, Patience, Asset Management, Development Of Employees, Portfolio Management, Hedge Funds, Wealth Management, Management, Investment Strategies, Innovation, Information Technology, Strategy, Creativity, Strategic Financial..., Microsoft CRM, Loyal, Budget Management, IT Solutions, IT Transformation, Business Case..., Cross-functional..., Disaster Recovery, Financial Software..., Family Office Operations, Vendor Management, Contract Negotiation, Operations Leadership, Implementing..., Conference Presentations
Education
Jack Welch Management Institute 2014 — 2017
Master of Business Administration (MBA) (In Progress), 4.0
University of Evansville 1992 — 1996
B.S., Biology
Piedmont Trust Company March 2011 - Present
Piedmont Trust Company May 2005 - March 2011
Piedmont Trust Company July 2001 - May 2005
Conseco Capital Management October 2000 - July 2001
Conseco Capital Management June 1998 - October 2000
Skills
Leadership, Alternative Investments, Equities, Investment Management, Investments, Team Leadership, Financial Services, Patience, Asset Management, Development Of Employees, Portfolio Management, Hedge Funds, Wealth Management, Management, Investment Strategies, Innovation, Information Technology, Strategy, Creativity, Strategic Financial..., Microsoft CRM, Loyal, Budget Management, IT Solutions, IT Transformation, Business Case..., Cross-functional..., Disaster Recovery, Financial Software..., Family Office Operations, Vendor Management, Contract Negotiation, Operations Leadership, Implementing..., Conference Presentations
Education
Jack Welch Management Institute 2014 — 2017
Master of Business Administration (MBA) (In Progress), 4.0
University of Evansville 1992 — 1996
B.S., Biology
Jason Harvoth's Conseco Capital Management Experience December 1999 - April 2002
Job Sales Leadership at Angie's List
Industry Information Technology and Services
Experience
St. Maria Goretti School August 2013 - Present
Angie's List March 2015 - Present
Diverse Staffing June 2013 - March 2015
Aquent August 2012 - June 2013
Beyond.com January 2010 - August 2012
Monster April 2002 - January 2010
Conseco Capital Management December 1999 - April 2002
Pacers Sports & Entertainment January 1997 - August 1997
Skills
Leadership, Strategy, Team Building, Sales Process, Executive Management, Sales Operations, Sales Management, New Business Development, National Sales Training, Sales Presentations, SaaS, Business Development, Sales, Account Management, Selling, Negotiation, Management, Social Media Marketing, Salesforce.com, Marketing, Territory Management, CRM, SEO, Cold Calling, Lead Generation, Online Marketing, Forecasting, Networking, Solution Selling, Performance Management, Change Management, Staffing Services, Customer Retention, B2B, Email Marketing, Direct Sales, SEM, Microsoft Office, Customer Acquisition, Online Advertising, Cloud Computing, Operational Efficiency, Building Relationships, Sales Force Development, Salesforce.com..., Business Efficiency, Manage Client..., Staff Augmentation, Strategic Recruitment..., Talent Management
Education
Indiana University - Kelley School of Business 1995 — 1999
Bachelor of Science
University of Illinois at Urbana-Champaign 1994 — 1995
Noblesville High School 1990 — 1994
Academic Honors
St. Maria Goretti School August 2013 - Present
Angie's List March 2015 - Present
Diverse Staffing June 2013 - March 2015
Aquent August 2012 - June 2013
Beyond.com January 2010 - August 2012
Monster April 2002 - January 2010
Conseco Capital Management December 1999 - April 2002
Pacers Sports & Entertainment January 1997 - August 1997
Skills
Leadership, Strategy, Team Building, Sales Process, Executive Management, Sales Operations, Sales Management, New Business Development, National Sales Training, Sales Presentations, SaaS, Business Development, Sales, Account Management, Selling, Negotiation, Management, Social Media Marketing, Salesforce.com, Marketing, Territory Management, CRM, SEO, Cold Calling, Lead Generation, Online Marketing, Forecasting, Networking, Solution Selling, Performance Management, Change Management, Staffing Services, Customer Retention, B2B, Email Marketing, Direct Sales, SEM, Microsoft Office, Customer Acquisition, Online Advertising, Cloud Computing, Operational Efficiency, Building Relationships, Sales Force Development, Salesforce.com..., Business Efficiency, Manage Client..., Staff Augmentation, Strategic Recruitment..., Talent Management
Education
Indiana University - Kelley School of Business 1995 — 1999
Bachelor of Science
University of Illinois at Urbana-Champaign 1994 — 1995
Noblesville High School 1990 — 1994
Academic Honors
Jeff Whitehead, CFA Jeff Whitehead, CFA's Conseco Capital Management Experience 1996 - 2000
Job Head of Insurance Asset Management
Industry Investment Management
Experience
Aegon Asset Management December 2001 - Present
PIMCO - Specialty Markets 2000 - 2001
Conseco Capital Management 1996 - 2000
Chalke Incorporated May 1991 - February 1994
Reliance Life / United Pacific Life February 1987 - September 1989
Skills
Asset Allocation, Fixed Income, Alternative Investments, Portfolio Management, Asset Managment, Investments, Hedge Funds, Risk Management, Mutual Funds, ALM, Capital Management, Bonds, Strategic Financial..., Investment Strategies, Investment Management, Insurance, Financial Markets, Capital Markets, Asset Management, Actuarial Science
Education
University of Massachusetts, Amherst 1983 — 1986
BS, Mathematics
Worcester Polytechnic Institute 1982 — 1983
Aegon Asset Management December 2001 - Present
PIMCO - Specialty Markets 2000 - 2001
Conseco Capital Management 1996 - 2000
Chalke Incorporated May 1991 - February 1994
Reliance Life / United Pacific Life February 1987 - September 1989
Skills
Asset Allocation, Fixed Income, Alternative Investments, Portfolio Management, Asset Managment, Investments, Hedge Funds, Risk Management, Mutual Funds, ALM, Capital Management, Bonds, Strategic Financial..., Investment Strategies, Investment Management, Insurance, Financial Markets, Capital Markets, Asset Management, Actuarial Science
Education
University of Massachusetts, Amherst 1983 — 1986
BS, Mathematics
Worcester Polytechnic Institute 1982 — 1983
Bruce Benjamin, CFA's Conseco Capital Management Experience 1989 - 1995
Job Managing Principal
Industry Financial Services
Experience
Fund Evaluation Group May 1997 - Present
Oxford Financial Group, Ltd. February 1995 - May 1997
Conseco Capital Management 1989 - 1995
Skills
Investments, Alternative Investments, Asset Allocation, Investment Strategies, Asset Management, Hedge Funds, Portfolio Management, Management, Investment Management, Investment Advisory, Fixed Income, Mutual Funds
Education
Indiana University Bloomington 1985 — 1989
BS, Finance
Fund Evaluation Group May 1997 - Present
Oxford Financial Group, Ltd. February 1995 - May 1997
Conseco Capital Management 1989 - 1995
Skills
Investments, Alternative Investments, Asset Allocation, Investment Strategies, Asset Management, Hedge Funds, Portfolio Management, Management, Investment Management, Investment Advisory, Fixed Income, Mutual Funds
Education
Indiana University Bloomington 1985 — 1989
BS, Finance
D. Bruce Johnston's Conseco Capital Management Experience 1998 - 2002
Job CEO & CoFounder MyDigitalClients, LLC | MDC DOT a Sales Enablement Platform for Direct Selling Organizations
Industry Financial Services
Experience
MyDigitalClients, LLC MDC DOT July 2011 - Present
TheDigitalFA June 2013 - Present
DBJ Associates November 2008 - 2014
Old Mutual Investment Partners October 2006 - November 2008
Sentinel Investments May 2004 - September 2006
Gartmore Global Investments May 2002 - December 2003
Conseco Capital Management 1998 - 2002
Skills
Strategy, Social Media Marketing, Entrepreneurship, Digital Marketing, Lead Generation, Email Marketing, Thought Leadership, Customer Acquisition, Leadership, Online Marketing, Business Strategy, Marketing Strategy, SEO, Marketing Automation, Strategic Partnerships, Social Media Education, LinkedIn, Marketing Communications, Financial Services, Distribution Strategies, Mutual Funds, Social Media, Executive Management, Social Media Strategist, Web Marketing, Management, Social Media Measurement, Online Advertising, Small Business, Public Relations, Sales Operations, Sales, E-commerce, Strategy Development, Crowdfunding, Integrated Marketing, Training, Finance, Analytics, Competitive Analysis, Asset Management, Direct Marketing, Crowdsourcing, Start-ups, Program Management, SEM, CRM, B2B Marketing
Education
Eastern Washington University 1969 — 1972
Sociology
MyDigitalClients, LLC MDC DOT July 2011 - Present
TheDigitalFA June 2013 - Present
DBJ Associates November 2008 - 2014
Old Mutual Investment Partners October 2006 - November 2008
Sentinel Investments May 2004 - September 2006
Gartmore Global Investments May 2002 - December 2003
Conseco Capital Management 1998 - 2002
Skills
Strategy, Social Media Marketing, Entrepreneurship, Digital Marketing, Lead Generation, Email Marketing, Thought Leadership, Customer Acquisition, Leadership, Online Marketing, Business Strategy, Marketing Strategy, SEO, Marketing Automation, Strategic Partnerships, Social Media Education, LinkedIn, Marketing Communications, Financial Services, Distribution Strategies, Mutual Funds, Social Media, Executive Management, Social Media Strategist, Web Marketing, Management, Social Media Measurement, Online Advertising, Small Business, Public Relations, Sales Operations, Sales, E-commerce, Strategy Development, Crowdfunding, Integrated Marketing, Training, Finance, Analytics, Competitive Analysis, Asset Management, Direct Marketing, Crowdsourcing, Start-ups, Program Management, SEM, CRM, B2B Marketing
Education
Eastern Washington University 1969 — 1972
Sociology
Larry Schmidt's Conseco Capital Management Experience 2001 - 2003
Job Sr. Quality Engineer, New Product Development at Zimmer Biomet CMF and Thoracic
Industry Medical Devices
Experience
Zimmer Biomet CMF and Thoracic 2014 - Present
Johnson & Johnson 2011 - Present
Beckman Coulter 2010 - 2011
Boston Scientific 2003 - 2010
Conseco Capital Management 2001 - 2003
Praxair 1995 - 2001
USG 1993 - 1995
Thomson Consumer Electronics 1989 - 1992
Education
Butler University - College of Business Administration 1996 — 2000
MBA, Finance
Purdue University 1988 — 1993
Bachelor of Science (B.S.), Mechanical Engineering
Zimmer Biomet CMF and Thoracic 2014 - Present
Johnson & Johnson 2011 - Present
Beckman Coulter 2010 - 2011
Boston Scientific 2003 - 2010
Conseco Capital Management 2001 - 2003
Praxair 1995 - 2001
USG 1993 - 1995
Thomson Consumer Electronics 1989 - 1992
Education
Butler University - College of Business Administration 1996 — 2000
MBA, Finance
Purdue University 1988 — 1993
Bachelor of Science (B.S.), Mechanical Engineering
David McCaw David McCaw's Conseco Capital Management Experience May 1999 - August 2000
Job Senior Benefits Consultant at Mercer
Industry Human Resources
Experience
Mercer April 2015 - Present
ADP March 2014 - Present
Mercer April 2008 - March 2014
The Little Gym of Louisville September 2005 - March 2008
American United Life / OneAmerica June 2002 - September 2005
Merrill Lynch August 2000 - November 2001
Conseco Capital Management May 1999 - August 2000
Merrill Lynch May 1997 - May 1999
Skills
Business Strategy
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance and Marketing
Mercer April 2015 - Present
ADP March 2014 - Present
Mercer April 2008 - March 2014
The Little Gym of Louisville September 2005 - March 2008
American United Life / OneAmerica June 2002 - September 2005
Merrill Lynch August 2000 - November 2001
Conseco Capital Management May 1999 - August 2000
Merrill Lynch May 1997 - May 1999
Skills
Business Strategy
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance and Marketing
Paul Attwood , CFA Paul Attwood , CFA's Conseco Capital Management Experience 1994 - 1995
Job SVP, Fund Manager at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank July 2007 - Present
Haberer Registered Investment Advisor, Inc. 1995 - 2007
Conseco Capital Management 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Chartered Financial..., Industry recognition -..., Bottom line, Wall..., Barron's, Business..., Equities, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis, Investments, Mutual Funds
Education
University of Cincinnati
Bachelor of Business Administration (BBA), Finance
Huntington National Bank July 2007 - Present
Haberer Registered Investment Advisor, Inc. 1995 - 2007
Conseco Capital Management 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Chartered Financial..., Industry recognition -..., Bottom line, Wall..., Barron's, Business..., Equities, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis, Investments, Mutual Funds
Education
University of Cincinnati
Bachelor of Business Administration (BBA), Finance
Maxwell E. Bublitz, CFA Maxwell E. Bublitz, CFA's Conseco Capital Management Experience 1987 - 2003
Job President/CEO, Chief Investment Officer, Chief Strategist, Portfolio Manager
Industry Investment Management
Experience
SCM Advisors LLC 2005 - 2011
Conseco Inc 1994 - 2003
Conseco Capital Management 1987 - 2003
Transamerica Investment Services 1985 - 1987
Skills
Derivatives, Trading, Investments, Portfolio Management, Mutual Funds, Investment Management, Bonds, Mergers & Acquisitions
Education
University of Southern California 1983 — 1985
Master of Business Administration (MBA), Corporate Finance, Investments
Utah State University 1977 — 1980
Bachelor of Science (BS), Business Administration
SCM Advisors LLC 2005 - 2011
Conseco Inc 1994 - 2003
Conseco Capital Management 1987 - 2003
Transamerica Investment Services 1985 - 1987
Skills
Derivatives, Trading, Investments, Portfolio Management, Mutual Funds, Investment Management, Bonds, Mergers & Acquisitions
Education
University of Southern California 1983 — 1985
Master of Business Administration (MBA), Corporate Finance, Investments
Utah State University 1977 — 1980
Bachelor of Science (BS), Business Administration
Ned Gaffney, CFA's Conseco Capital Management Experience April 1997 - January 1999
Job Senior Vice President, Investments at Sagicor Life Insurance
Industry Investment Management
Experience
Sagicor Life Insurance Company February 1999 - Present
Conseco Capital Management April 1997 - January 1999
Wellpoint Anthem June 1994 - April 1997
Skills
Investments, Portfolio Management, Insurance, Asset Allocation, Financial Analysis, Asset Management, Investment Strategies, Asset Managment, Fixed Income, Strategy, Bonds, Investment Management, Mutual Funds
Education
Indiana University Bloomington 1992 — 1994
MBA, Finance
University of Notre Dame 1985 — 1989
BBA, Finance & Economics
Sagicor Life Insurance Company February 1999 - Present
Conseco Capital Management April 1997 - January 1999
Wellpoint Anthem June 1994 - April 1997
Skills
Investments, Portfolio Management, Insurance, Asset Allocation, Financial Analysis, Asset Management, Investment Strategies, Asset Managment, Fixed Income, Strategy, Bonds, Investment Management, Mutual Funds
Education
Indiana University Bloomington 1992 — 1994
MBA, Finance
University of Notre Dame 1985 — 1989
BBA, Finance & Economics
Paul Duer's Conseco Capital Management Experience July 2001 - October 2002
Job Senior Systems Analyst at MISO Energy
Industry Utilities
Experience
Midwest ISO (MISO) May 2006 - Present
Freedom Mortgage Corporation (formerly Irwin Mortgage Corporation) 2006 - 2006
Freedom / Irwin Mortgage 2005 - 2006
Haverstick Consulting 2003 - 2005
Conseco Capital Management July 2001 - October 2002
Stoneridge 2000 - 2001
Skills
.Net, SharePoint 2007, C#, SharePoint 2010, Oracle Identity Manager, BMC Remedy, Oracle SQL, Weblogic, Oracle, JavaScript, .NET, SharePoint, Perl, Software Development, SQL, VMware, Java, Requirements Analysis, PL/SQL
Education
Anderson University 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ball State University 2000 — 2001
Masters, Communication and Information Sciences
Ball State University 1996 — 2000
Bac of Science, Telecommunications
Midwest ISO (MISO) May 2006 - Present
Freedom Mortgage Corporation (formerly Irwin Mortgage Corporation) 2006 - 2006
Freedom / Irwin Mortgage 2005 - 2006
Haverstick Consulting 2003 - 2005
Conseco Capital Management July 2001 - October 2002
Stoneridge 2000 - 2001
Skills
.Net, SharePoint 2007, C#, SharePoint 2010, Oracle Identity Manager, BMC Remedy, Oracle SQL, Weblogic, Oracle, JavaScript, .NET, SharePoint, Perl, Software Development, SQL, VMware, Java, Requirements Analysis, PL/SQL
Education
Anderson University 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ball State University 2000 — 2001
Masters, Communication and Information Sciences
Ball State University 1996 — 2000
Bac of Science, Telecommunications
Meghan Marrello's Conseco Capital Management Experience January 2000 - December 2001
Job Business Banking Relationship Manager at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation November 2013 - Present
The Private Bank And Trust Company January 2013 - October 2013
The Private Bank And Trust Company June 2011 - December 2012
BMO Harris Bank August 2008 - June 2011
National City 2002 - 2008
Conseco Capital Management January 2000 - December 2001
Bank One 1996 - 2000
Skills
Cash Management, Deposit Growth, Commercial Lending, Commercial Banking, Credit, Remote Deposit Capture, Treasury Management, Sales, New Business Development, Business Development, Commercial Business..., Loans, Small Business, Small Business Lending, Financial Services, Banking, Credit Analysis, Lines Of Credit, Relationship Management, Loan Origination, Mortgage Lending
Education
Indiana State University 1991 — 1996
Bachelor of Science (BS), Communication, General
Fremont High School
Regions Financial Corporation November 2013 - Present
The Private Bank And Trust Company January 2013 - October 2013
The Private Bank And Trust Company June 2011 - December 2012
BMO Harris Bank August 2008 - June 2011
National City 2002 - 2008
Conseco Capital Management January 2000 - December 2001
Bank One 1996 - 2000
Skills
Cash Management, Deposit Growth, Commercial Lending, Commercial Banking, Credit, Remote Deposit Capture, Treasury Management, Sales, New Business Development, Business Development, Commercial Business..., Loans, Small Business, Small Business Lending, Financial Services, Banking, Credit Analysis, Lines Of Credit, Relationship Management, Loan Origination, Mortgage Lending
Education
Indiana State University 1991 — 1996
Bachelor of Science (BS), Communication, General
Fremont High School
William Adams, CFA William Adams, CFA's Conseco Capital Management Experience July 1994 - June 1997
Job
Industry Investment Management
Experience
MFS Investment Management January 2015 - Present
MFS Investment Management July 2011 - Present
MFS Investment Management December 2009 - Present
MFS Investment Management July 1997 - November 2005
Conseco Capital Management July 1994 - June 1997
Mellon Bank June 1991 - July 1994
Skills
Portfolio Management, Fixed Income, Loans, Investments, Alternative Investments
Education
Indiana University - Kelley School of Business 1990 — 1991
MBA, Finance
Indiana University Bloomington 1988 — 1990
MA, Speech Communication
La Salle University 1984 — 1988
BA, Communication Arts!
MFS Investment Management January 2015 - Present
MFS Investment Management July 2011 - Present
MFS Investment Management December 2009 - Present
MFS Investment Management July 1997 - November 2005
Conseco Capital Management July 1994 - June 1997
Mellon Bank June 1991 - July 1994
Skills
Portfolio Management, Fixed Income, Loans, Investments, Alternative Investments
Education
Indiana University - Kelley School of Business 1990 — 1991
MBA, Finance
Indiana University Bloomington 1988 — 1990
MA, Speech Communication
La Salle University 1984 — 1988
BA, Communication Arts!
Mike Shimer's Conseco Capital Management Experience January 1996 - April 1997
Job
Industry Internet
Experience
Xoom Corporation June 2010 - Present
Walmart.com January 2004 - June 2010
www.openqa.org (home of Selenium) June 2007 - September 2008
Cisco April 2003 - July 2003
Homestore July 1999 - December 2001
Miller Freeman July 1998 - July 1999
Conseco Capital Management January 1996 - April 1997
Skills
TDD, Pair Programming, JMock, Java, JUnit, Spring, MySQL, Continuous Integration, OOP, Refactoring, Groovy, Scheme, IntelliJ IDEA, Swing, iBatis, Mule ESB, StAX
Education
Indiana University Bloomington 1990 — 1994
BS
Xoom Corporation June 2010 - Present
Walmart.com January 2004 - June 2010
www.openqa.org (home of Selenium) June 2007 - September 2008
Cisco April 2003 - July 2003
Homestore July 1999 - December 2001
Miller Freeman July 1998 - July 1999
Conseco Capital Management January 1996 - April 1997
Skills
TDD, Pair Programming, JMock, Java, JUnit, Spring, MySQL, Continuous Integration, OOP, Refactoring, Groovy, Scheme, IntelliJ IDEA, Swing, iBatis, Mule ESB, StAX
Education
Indiana University Bloomington 1990 — 1994
BS
Dave DeGroff, CPA, CFA's Conseco Capital Management Experience September 1994 - September 1997
Job Financial Planner and Analyst
Industry Financial Services
Experience
ColoradoEveryday, LLC May 2011 - Present
MFS Investment Management October 1997 - May 2011
Conseco Capital Management September 1994 - September 1997
Crowe, Chizek September 1991 - September 1994
Education
Miami University 1987 — 1991
BS, Accountancy
ColoradoEveryday, LLC May 2011 - Present
MFS Investment Management October 1997 - May 2011
Conseco Capital Management September 1994 - September 1997
Crowe, Chizek September 1991 - September 1994
Education
Miami University 1987 — 1991
BS, Accountancy
Ryan Avrett's Conseco Capital Management Experience June 1999 - July 2000
Job Investment Research Analyst at RGA
Industry Financial Services
Experience
Reinsurance Group of America, Incorporated March 2014 - Present
4086 Advisors September 2005 - April 2013
Delaware Investments August 2000 - June 2005
Conseco Capital Management June 1999 - July 2000
Citigroup June 1998 - August 1998
Skills
Investments, High Yield, Securities, Fixed Income Analysis, High Yield Bonds, Private Placements, Loans, Credit, Mezzanine, Financial Modeling, Asset Management, Bloomberg, Bonds, Finance, Fixed Income, Portfolio Management
Education
Indiana University Bloomington 1995 — 1999
Bachelors, Business - Finance
Reinsurance Group of America, Incorporated March 2014 - Present
4086 Advisors September 2005 - April 2013
Delaware Investments August 2000 - June 2005
Conseco Capital Management June 1999 - July 2000
Citigroup June 1998 - August 1998
Skills
Investments, High Yield, Securities, Fixed Income Analysis, High Yield Bonds, Private Placements, Loans, Credit, Mezzanine, Financial Modeling, Asset Management, Bloomberg, Bonds, Finance, Fixed Income, Portfolio Management
Education
Indiana University Bloomington 1995 — 1999
Bachelors, Business - Finance
Shelvy S.J. Keglar Jr.'s Conseco Capital Management Experience July 2000 - August 2002
Job Human Resources Manager at Affinis Group
Industry Health, Wellness and Fitness
Experience
Affinis Group May 2015 - Present
Joy Corporation, Inc. 2008 - 2015
MPC August 2000 - 2015
Conseco Capital Management July 2000 - August 2002
United States Navy April 1993 - May 2000
Skills
Strategic Planning, Public Speaking, Public Relations, Editing, Marketing, Team Building, Research, Marketing Strategy, Account Management, Customer Service, Photoshop, Cross-functional Team..., Coaching, New Business Development, Budgets, Social Media, Sales, Project Management, Negotiation, Advertising, Event Planning, Training, Leadership, Management, Leadership Development
Education
Campbell University 1997 — 2000
MBA, Masters Business Administration
Arkansas State University 1988 — 1992
Bachelor of Science, Business Administration
Centralia High School 1986 — 1988
Affinis Group May 2015 - Present
Joy Corporation, Inc. 2008 - 2015
MPC August 2000 - 2015
Conseco Capital Management July 2000 - August 2002
United States Navy April 1993 - May 2000
Skills
Strategic Planning, Public Speaking, Public Relations, Editing, Marketing, Team Building, Research, Marketing Strategy, Account Management, Customer Service, Photoshop, Cross-functional Team..., Coaching, New Business Development, Budgets, Social Media, Sales, Project Management, Negotiation, Advertising, Event Planning, Training, Leadership, Management, Leadership Development
Education
Campbell University 1997 — 2000
MBA, Masters Business Administration
Arkansas State University 1988 — 1992
Bachelor of Science, Business Administration
Centralia High School 1986 — 1988
Don Cobin's Conseco Capital Management Experience 1997 - 2000
Job Portfolio Manager at Kennedy Capital Management, Inc.
Industry Investment Management
Experience
Kennedy Capital Management, Inc. 2007 - Present
Matador Capital 2002 - 2007
Delaware Investments 2000 - 2001
Conseco Capital Management 1997 - 2000
WR Huff 1993 - 1997
Skills
Equity Research, Equities, Hedge Funds, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Bloomberg, Investment Strategies, Fixed Income, Financial Modeling, Valuation, Capital Markets, Mutual Funds, Trading, Investment Banking, Due Diligence, Financial Analysis, Equity Valuation
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Emory University 1985 — 1989
BA
Kennedy Capital Management, Inc. 2007 - Present
Matador Capital 2002 - 2007
Delaware Investments 2000 - 2001
Conseco Capital Management 1997 - 2000
WR Huff 1993 - 1997
Skills
Equity Research, Equities, Hedge Funds, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Bloomberg, Investment Strategies, Fixed Income, Financial Modeling, Valuation, Capital Markets, Mutual Funds, Trading, Investment Banking, Due Diligence, Financial Analysis, Equity Valuation
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Emory University 1985 — 1989
BA
Tiffany (Calvert) Cring's Conseco Capital Management Experience 1999 - 2001
Job Senior Director, SBV Marketing Operations at Simon Property Group
Industry Marketing and Advertising
Experience
Simon Property Group July 2014 - Present
Simon Property Group 2010 - Present
Angie's List 2008 - 2010
Katz, Sapper & Miller 2005 - 2008
Simon Property Group 2001 - 2005
Conseco Capital Management 1999 - 2001
Skills
Social Media Marketing, Marketing Strategy, Advertising, Budgets, Public Relations, Marketing, Email Marketing, Marketing Communications, Social Media, New Business Development, Social Networking, Lead Generation, Event Planning, Event Management, Strategy, Marketing Management, Account Management, Digital Marketing, B2B, Brand Development, Media Relations, Facebook, Press Releases, Digital Strategy, Peer Mentoring, Online Marketing, Strategic Hiring, Employee Relations, Salesforce.com, Sales, Networking, Relationship Management, Financial Reporting, Highly motivated..., Contract Negotiation, Presentation Development, Employee Training, Employee Evaluation, Customer Acquisition
Education
BHS
Bachelor's in Business with Marketing major
Indiana University Bloomington
Simon Property Group July 2014 - Present
Simon Property Group 2010 - Present
Angie's List 2008 - 2010
Katz, Sapper & Miller 2005 - 2008
Simon Property Group 2001 - 2005
Conseco Capital Management 1999 - 2001
Skills
Social Media Marketing, Marketing Strategy, Advertising, Budgets, Public Relations, Marketing, Email Marketing, Marketing Communications, Social Media, New Business Development, Social Networking, Lead Generation, Event Planning, Event Management, Strategy, Marketing Management, Account Management, Digital Marketing, B2B, Brand Development, Media Relations, Facebook, Press Releases, Digital Strategy, Peer Mentoring, Online Marketing, Strategic Hiring, Employee Relations, Salesforce.com, Sales, Networking, Relationship Management, Financial Reporting, Highly motivated..., Contract Negotiation, Presentation Development, Employee Training, Employee Evaluation, Customer Acquisition
Education
BHS
Bachelor's in Business with Marketing major
Indiana University Bloomington
Paul Kocoras's Conseco Capital Management Experience May 2000 - August 2002
Job Vice President at US Bank
Industry Financial Services
Experience
US Bank September 2009 - Present
Silverback Asset Management March 2005 - July 2007
Wachovia August 2002 - February 2005
Conseco Capital Management May 2000 - August 2002
Skills
Fixed Income, Derivatives, Trading, Hedge Funds, Equities, Convertible Arbitrage
Education
Wake Forest University 2011 — 2013
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 1996 — 2000
Bachelor's, Finance
US Bank September 2009 - Present
Silverback Asset Management March 2005 - July 2007
Wachovia August 2002 - February 2005
Conseco Capital Management May 2000 - August 2002
Skills
Fixed Income, Derivatives, Trading, Hedge Funds, Equities, Convertible Arbitrage
Education
Wake Forest University 2011 — 2013
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 1996 — 2000
Bachelor's, Finance
Larry Meding's Conseco Capital Management Experience 1999 - 2002
Job Director BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
Michael Konrad's Conseco Capital Management Experience 1995 - 2006
Job Portfolio Analyst at Oppenheimer Investment Management
Industry Investment Management
Experience
Oppenheimer Investment Management TraderConseco Capital Management1995 - 2006
Conseco Capital Management 1995 - 2006
Education
Indiana University Bloomington 1986 — 1990
BS, Accounting
Oppenheimer Investment Management TraderConseco Capital Management1995 - 2006
Conseco Capital Management 1995 - 2006
Education
Indiana University Bloomington 1986 — 1990
BS, Accounting
Davis Smith's Conseco Capital Management Experience January 1989 - May 1995
Job Senior Analyst at Western Asset Management
Industry Financial Services
Experience
Western Asset Management 2003 - Present
Invesco Ltd. 1999 - 2001
Credit Suisse 1996 - 1999
Transamerica 1994 - 1996
Conseco Capital Management January 1989 - May 1995
Skills
Fixed Income, Bloomberg, Investments, Bonds, Asset Management, Derivatives, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Equity Research
Education
Purdue University - Krannert School of Management 1987 — 1988
MS, Management
Purdue University 1985 — 1987
Master of Science (MS), Economics
Western Asset Management 2003 - Present
Invesco Ltd. 1999 - 2001
Credit Suisse 1996 - 1999
Transamerica 1994 - 1996
Conseco Capital Management January 1989 - May 1995
Skills
Fixed Income, Bloomberg, Investments, Bonds, Asset Management, Derivatives, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Equity Research
Education
Purdue University - Krannert School of Management 1987 — 1988
MS, Management
Purdue University 1985 — 1987
Master of Science (MS), Economics
Jeff Dunbar's Conseco Capital Management Experience September 1998 - 2000
Job Senior Trading Asst at 40/86 Mortgage Capital
Industry Financial Services
Experience
4086 Mortgage Capital February 2012 - Present
4086 Advisors, a wholly owned subsidary of CNO Financial Group Inc 1998 - February 2012
Conseco Capital Management September 1998 - 2000
Conseco, Inc September 1996 - September 1998
Charter Behavior Health March 1996 - September 1996
Vigo County LifeLine, Inc January 1996 - March 1996
Vigo County LifeLine, Inc September 1993 - March 1995
Indiana State University Bookstore September 1986 - May 1993
McDonalds Corporation December 1983 - September 1986
Skills
Investments, Portfolio Management, Fixed Income, Bloomberg, Financial Analysis, Crisis Counseling, Management, Crisis Intervention, Accounting, Banking, Trading, Insurance, Asset Allocation, Mutual Funds
Education
Indiana State University 1985 — 1992
Economics & History, Economics & History
4086 Mortgage Capital February 2012 - Present
4086 Advisors, a wholly owned subsidary of CNO Financial Group Inc 1998 - February 2012
Conseco Capital Management September 1998 - 2000
Conseco, Inc September 1996 - September 1998
Charter Behavior Health March 1996 - September 1996
Vigo County LifeLine, Inc January 1996 - March 1996
Vigo County LifeLine, Inc September 1993 - March 1995
Indiana State University Bookstore September 1986 - May 1993
McDonalds Corporation December 1983 - September 1986
Skills
Investments, Portfolio Management, Fixed Income, Bloomberg, Financial Analysis, Crisis Counseling, Management, Crisis Intervention, Accounting, Banking, Trading, Insurance, Asset Allocation, Mutual Funds
Education
Indiana State University 1985 — 1992
Economics & History, Economics & History
Buchanan Michael's Conseco Capital Management Experience 1990 - 1998
Job Head of Credit at Western Asset Management
Industry Financial Services
Experience
Western Asset Management Head of U.S. Credit ProductsCredit SuisseJanuary 2004 - March 2005
BlackRock 1998 - 2003
Conseco Capital Management 1990 - 1998
Conseco 1990 - 1998
Conseco Capital Mgmt 1990 - 1998
Education
Brown University 1986 — 1990
Western Asset Management Head of U.S. Credit ProductsCredit SuisseJanuary 2004 - March 2005
BlackRock 1998 - 2003
Conseco Capital Management 1990 - 1998
Conseco 1990 - 1998
Conseco Capital Mgmt 1990 - 1998
Education
Brown University 1986 — 1990
Jerimy Horner's Conseco Capital Management Experience 1999 - 2003
Job Portfolio Manager at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors 2008 - Present
4086 Advisors 2006 - 2008
4086 Advisors 2003 - 2006
Conseco Capital Management 1999 - 2003
Wells Fargo Investments 1998 - 1999
Skills
Fixed Income, Portfolio Management, RMBS, CMBS, ABS, Asset Management
Education
Ball State University 1995 — 1998
B.S., Finance
Olivet Nazarene University 1993 — 1994
4086 Advisors 2008 - Present
4086 Advisors 2006 - 2008
4086 Advisors 2003 - 2006
Conseco Capital Management 1999 - 2003
Wells Fargo Investments 1998 - 1999
Skills
Fixed Income, Portfolio Management, RMBS, CMBS, ABS, Asset Management
Education
Ball State University 1995 — 1998
B.S., Finance
Olivet Nazarene University 1993 — 1994
Cameron Jeffreys, CFA's Conseco Capital Management Experience 1996 - 1998
Job Vice President, CoPortfolio Manager at Forethought Investment Advisors, LLC
Industry Investment Management
Experience
Forethought Investment Advisors, LLC September 2013 - Present
Forethought Financial Group, Inc. December 2011 - September 2013
Forethought Financial Group November 2009 - 2011
Credit Suisse 2005 - 2008
Credit Suisse 2002 - 2004
Credit Suisse 1998 - 2002
Conseco Capital Management 1996 - 1998
Skills
Portfolio Management, Investments, Financial Modeling, Equity Research
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1996
Honours Business Administration, Business Administration
Forethought Investment Advisors, LLC September 2013 - Present
Forethought Financial Group, Inc. December 2011 - September 2013
Forethought Financial Group November 2009 - 2011
Credit Suisse 2005 - 2008
Credit Suisse 2002 - 2004
Credit Suisse 1998 - 2002
Conseco Capital Management 1996 - 1998
Skills
Portfolio Management, Investments, Financial Modeling, Equity Research
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1996
Honours Business Administration, Business Administration
Rob Zwiebel's Conseco Capital Management Experience 1997 - 2000
Job Senior Vice President at Baird Investment Management
Industry Investment Management
Experience
Baird Investment Management December 2011 - Present
RAM October 2008 - September 2011
TRANSAMERICA INVESTMENT SERVICES, INC 2001 - 2008
Conseco Capital Management 1997 - 2000
Education
University of Dayton 1987 — 1990
BS, Finance
Baird Investment Management December 2011 - Present
RAM October 2008 - September 2011
TRANSAMERICA INVESTMENT SERVICES, INC 2001 - 2008
Conseco Capital Management 1997 - 2000
Education
University of Dayton 1987 — 1990
BS, Finance
Tony Jasinski, CFA's Conseco Capital Management Experience July 2000 - June 2003
Job Vice President and Portfolio Manager at Trustmark National Bank
Industry Investment Management
Experience
Trustmark National Bank November 2012 - Present
Greenleaf Trust November 2008 - November 2011
Edgewater Capital Management July 2003 - October 2008
Legg Mason Capital Management 2007 - 2008
Conseco Capital Management July 2000 - June 2003
Scudder Kemper Investments June 1996 - August 1999
Skills
Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Valuation, Investment Advisory, Financial Analysis, Trading, Wealth Management, Global Macro, Portfolios, Capital Markets, Securities, Value Investing, Financial Planning, Tactical Asset..., Credit, Research, Bonds, Institutional..., Strategic Financial...
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
BBA, Finance and Marketing
East Grand Rapids High School
Trustmark National Bank November 2012 - Present
Greenleaf Trust November 2008 - November 2011
Edgewater Capital Management July 2003 - October 2008
Legg Mason Capital Management 2007 - 2008
Conseco Capital Management July 2000 - June 2003
Scudder Kemper Investments June 1996 - August 1999
Skills
Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Valuation, Investment Advisory, Financial Analysis, Trading, Wealth Management, Global Macro, Portfolios, Capital Markets, Securities, Value Investing, Financial Planning, Tactical Asset..., Credit, Research, Bonds, Institutional..., Strategic Financial...
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
BBA, Finance and Marketing
East Grand Rapids High School
Vivek Pal's Conseco Capital Management Experience July 1994 - May 2000
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company August 2012 - Present
Knight Capital Group July 2008 - August 2012
UBS Investment Bank November 2005 - June 2008
Goldman Sachs June 2000 - October 2004
Conseco Capital Management July 1994 - May 2000
Skills
Fixed Income, Hedge Funds, Equities, CDS, Bloomberg, Derivatives, Capital Markets, Credit Derivatives, Bonds, Alternative Investments, High Yield, Trading, Portfolio Management, Equity Derivatives, Asset Managment, Investment Banking, Asset Management, Private Equity, Investments, Valuation, Securities, Structured Finance, Financial Markets, Emerging Markets, Structured Products, Equity Research, Options, Trading Systems
Education
University of Houston 1992 — 1994
MBA, Finance
Manipal Academy of Higher Education 1986 — 1990
B.Tech, Electric engineering
Modern School 1977 — 1986
High School
Jefferies & Company August 2012 - Present
Knight Capital Group July 2008 - August 2012
UBS Investment Bank November 2005 - June 2008
Goldman Sachs June 2000 - October 2004
Conseco Capital Management July 1994 - May 2000
Skills
Fixed Income, Hedge Funds, Equities, CDS, Bloomberg, Derivatives, Capital Markets, Credit Derivatives, Bonds, Alternative Investments, High Yield, Trading, Portfolio Management, Equity Derivatives, Asset Managment, Investment Banking, Asset Management, Private Equity, Investments, Valuation, Securities, Structured Finance, Financial Markets, Emerging Markets, Structured Products, Equity Research, Options, Trading Systems
Education
University of Houston 1992 — 1994
MBA, Finance
Manipal Academy of Higher Education 1986 — 1990
B.Tech, Electric engineering
Modern School 1977 — 1986
High School
Monti Mace's Conseco Capital Management Experience September 2001 - November 2002
Job State Farm Agent
Industry Insurance
Experience
Mace Insurance and Financial Services Inc. December 2006 - Present
State Farm Insurance March 2004 - December 2006
State Farm Insurance November 2002 - March 2004
Conseco Capital Management September 2001 - November 2002
Morgan Stanley June 1998 - August 2001
Skills
Homeowners, Renters, Marine Insurance, Term Life Insurance, Umbrella Insurance, Whole Life, Life Insurance, Disability Insurance, Universal Life, Commercial Insurance, Property & Casualty..., Motorcycle, Investments, Estate Planning, Underwriting, Professional Liability, General Insurance, Series 6, Health Insurance, Fixed Annuities, Roth IRA, Insurance, Health Savings Accounts, Retirement, Liability, 401k, Workers Compensation, Long Term Care Insurance, Accident, Financial Planners, Agents, Commercial Lines, D&O, Legal Liability, IRAs, Critical Illness, Casualty, Long-term Care, Claim, RV, Retirement Planning, Small Business, Flood Insurance, Permanent Life Insurance, Licensed Property &..., Licensed Life & Health..., Surety Bonds, Claims Management, Inland Marine, Financial Services
Education
University of Saint Francis
BBA, Finance
Mace Insurance and Financial Services Inc. December 2006 - Present
State Farm Insurance March 2004 - December 2006
State Farm Insurance November 2002 - March 2004
Conseco Capital Management September 2001 - November 2002
Morgan Stanley June 1998 - August 2001
Skills
Homeowners, Renters, Marine Insurance, Term Life Insurance, Umbrella Insurance, Whole Life, Life Insurance, Disability Insurance, Universal Life, Commercial Insurance, Property & Casualty..., Motorcycle, Investments, Estate Planning, Underwriting, Professional Liability, General Insurance, Series 6, Health Insurance, Fixed Annuities, Roth IRA, Insurance, Health Savings Accounts, Retirement, Liability, 401k, Workers Compensation, Long Term Care Insurance, Accident, Financial Planners, Agents, Commercial Lines, D&O, Legal Liability, IRAs, Critical Illness, Casualty, Long-term Care, Claim, RV, Retirement Planning, Small Business, Flood Insurance, Permanent Life Insurance, Licensed Property &..., Licensed Life & Health..., Surety Bonds, Claims Management, Inland Marine, Financial Services
Education
University of Saint Francis
BBA, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY